TOP 10 Financial advisors for professionals in Salinas, California

Prudential | Frank Emerson | Life Insurance & Financial Services is a reputable finance and insurance agency located at 532 Pajaro Street in Salinas, California, United States. With a focus on providing top-quality life insurance and financial services, our experienced team is dedicated to helping individuals and families secure their financial futures. Whether you are looking for life insurance coverage or seeking guidance on financial planning, our knowledgeable professionals are here to assist you every step of the way. Trust Prudential | Frank Emerson for all your insurance and financial needs.

Compass Tax And Financial Services, Inc is a professional accounting and finance institution located at 2511 Garden Road in Monterey, California, United States. Specializing in tax preparation and planning services for individuals and entities, the institution is dedicated to providing expert guidance and representation in IRS and FTB audits. With Enrolled Agent Debbie Hill at the helm since 2018, the team at Compass Tax And Financial Services is well-versed in current tax laws and offers a range of services including tax planning, withholding adjustments, and life-changing strategies. Margy, with over 40 years of experience in tax preparation and consulting, provides research services on advanced tax and investment matters. Zack, a Salinas native, brings years of tax preparation experience to the team and is on his way to becoming an Enrolled Agent. Whether in person or via Zoom meetings, Compass Tax And Financial Services is committed to meeting the tax planning needs of their clients year-round.

UBS Financial Services Inc. is a finance institution located at 1188 Padre Drive, Salinas, California, United States. We believe in helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. Our commitment is to understand what wealth means for each individual, delivering expert financial advice tailored to their unique needs and goals. We offer a range of services and resources to help clients stay ahead of the curve, including our ElectionWatch 2024 report and weekly video series on the direction of US taxes. Our goal is to help clients create a comprehensive wealth strategy that supports them throughout every stage of their life. Whether you are an individual, family, or business, we provide focused advice and solutions to help you achieve your financial objectives. At UBS, we connect clients to experts, insights, and thought leaders to help them succeed in their financial goals. Our approach, UBS Wealth Way, incorporates Liquidity, Longevity, and Legacy strategies to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. We offer investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. Our wealth management services are provided by a team of experienced professionals who are dedicated to helping clients pursue what's important to them.

Salinas Valley Financial Services - Ameriprise Financial Services, LLC is a leading financial institution located at 1611 Bunker Hill Way in Salinas, California, United States. As a trusted provider of comprehensive financial services, they offer expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Salinas Valley Financial Services is dedicated to helping you secure a stable financial future. With a team of experienced professionals and a commitment to excellence, they are a reliable partner for all your financial needs.

Rey Zagal - State Farm Insurance Agent is a reputable insurance agency located at 246 Abbott St in Salinas, California. Our team is dedicated to serving the community by providing excellent service for all your financial and insurance needs. While we are currently not offering online auto quoting, we are available by phone, text, or in-person to assist you with auto quotes. Please note that we have paused insuring new homeowners, renters, boat owners, personal liability umbrella, and business policies in California at this time. We specialize in car insurance, life insurance, and motorcycle insurance, with a focus on auto and life insurance. As insurance costs continue to rise, we are committed to helping you understand your policies and find all eligible discounts to keep your costs as low as possible. Our experienced team is here to explain any billing questions or concerns you may have.

Laurel Tax & Immigration Services is a professional institution located at 1860 North Main Street in Salinas, California, United States. Specializing in accounting, finance, insurance services, and immigration assistance, our dedicated team is committed to providing top-notch services to individuals and businesses in the local community. Whether you need help with tax preparation, financial planning, insurance coverage, or immigration paperwork, our knowledgeable staff is here to guide you every step of the way. Visit us today at Laurel Tax & Immigration Services for all your financial and immigration needs.

Navarro's Income Tax & Notary Inc. is a reputable accounting and finance institution located at 14 South Wood Street in Salinas, California, United States. Specializing in income tax preparation and notary services, our experienced professionals are dedicated to providing accurate and reliable financial solutions for individuals and businesses alike. With a commitment to excellence and personalized customer service, Navarro's Income Tax & Notary Inc. is your trusted partner for all your financial needs.

Lopez Tax Service - Williams is a reputable accounting and finance institution located at 209 Williams Road in Salinas, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their dedication to providing excellent customer service and personalized solutions sets them apart in the industry. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, Lopez Tax Service - Williams is here to assist you every step of the way.

MT & Associates Tax Service, Inc. is a professional financial institution located at 202 Pajaro Street in Salinas, California. Founded in 2015 by Maria Trujillo, E.A., our mission is to provide high-quality accounting and finance services at affordable rates to help individuals and businesses achieve their financial goals. With our experienced and talented staff, we ensure comfort and satisfaction for our clients. We specialize in a range of services including record-keeping, payroll, business formation assistance, tax preparation, notary services, transportation permits, and vehicle registration.

Tax The Cat (TTC) Bookkeeping & Tax Preparation is a reputable institution located at 1571 North Sanborn Road in Salinas, California, United States. Specializing in accounting and finance services, we are here to assist you with all your tax preparation needs. Our team is dedicated to providing professional services that give you peace of mind, whether you are an individual or a small business owner. At TTC, we believe in making tax filing easy and stress-free. Our experts are ready to answer any questions you may have and guide you through the process. As a business-to-business service provider, all our services are tax deductible, saving you money in the long run.

Indy Mahindru - State Farm Insurance Agent is a reputable insurance agency located at 1780 Fremont Boulevard in Seaside, California, United States. Our dedicated team is ready to assist you with all your financial and insurance needs, including car insurance, homeowners insurance, renter's insurance, life insurance, boat insurance, ATV insurance, motorcycle insurance, and business insurance. We specialize in catering to the insurance needs of parents of school-age children in Pacific Grove, Monterey, and Carmel schools. Our agency is led by Indy Mahindru, who holds a bachelor's degree in business and accounting, as well as a Post Graduate MSc degree in business administration from Brunel University, London, UK. With extensive experience in life insurance and small business insurance, Indy has been serving local communities and helping families protect their income and assets for many years.

Northwestern Mutual is a reputable finance and insurance agency located at 60 West Alisal Street in Salinas, California. As a leading provider of financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and protect their assets. With a team of experienced professionals, Northwestern Mutual offers personalized solutions and expert guidance to clients in the Salinas area. Whether you are looking for retirement planning, investment advice, or insurance coverage, Northwestern Mutual is committed to providing top-notch service and support. Visit their office today to learn more about how they can help secure your financial future.

Piini Robert J CPA is a reputable accounting and finance institution located at 46 San Miguel Avenue in Salinas, California, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of professionals is dedicated to helping you achieve your financial goals. Trust Piini Robert J CPA for all your accounting and finance needs.

Olsen Accountancy Corporation is a reputable accounting and finance institution located at 122 John Street in Salinas, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to providing personalized and reliable financial solutions has made them a trusted partner for individuals and businesses alike. Visit Olsen Accountancy Corporation for all your accounting and finance needs.

CLA (CliftonLarsonAllen) is a renowned accounting and finance institution located at 1188 Padre Drive in Salinas, California, United States. With a strong reputation for excellence in financial services, CLA offers a wide range of accounting and finance solutions for individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch service and helping clients achieve their financial goals. Whether you need assistance with tax preparation, auditing, consulting, or other financial needs, CLA is the trusted partner you can rely on. Visit their office today to learn more about how they can help you with your financial needs.

Ruth Ruiz Tax & Services is a reliable accounting and finance institution located at 24 North Sanborn Road in Salinas, California, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help individuals and businesses manage their finances effectively and achieve their financial goals. Contact us today for personalized and efficient financial solutions.

Liberty Tax is a trusted financial institution located at 446 South Main Street in Salinas, California. Our team of professionals is dedicated to providing top-notch tax preparation services and financial advice to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients maximize their refunds and minimize their tax liabilities. Trust Liberty Tax for all your financial needs and experience the peace of mind that comes with working with a reputable institution.

PA'TODOS TAX SERVICE is a reputable finance institution located at 560 East Alisal Street in Salinas, California, United States. With a team of experienced professionals, we specialize in providing top-notch tax services to individuals and businesses. Our mission is to ensure that all our clients receive accurate and timely tax assistance to help them navigate through the complexities of tax laws and regulations. Whether you need help with tax preparation, planning, or filing, PA'TODOS TAX SERVICE is here to assist you every step of the way. Contact us today to schedule an appointment and experience the difference our personalized service can make for your financial needs.

Sprinz Fred is a reputable finance institution located at 21 West Alisal Street in Salinas, California, United States. With years of experience in the financial industry, Sprinz Fred offers a wide range of services including investment management, financial planning, and wealth management. Their team of knowledgeable professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Sprinz Fred is committed to providing personalized solutions tailored to your individual needs. Visit them today to see how they can help you reach your financial objectives.

Henry J. Franscioni - Morgan Stanley is a renowned finance institution located at 1418 South Main Street in Salinas, California, United States. With a strong reputation for providing exceptional financial services, the team at Henry J. Franscioni - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at this institution to provide you with personalized solutions tailored to your specific needs. Visit Henry J. Franscioni - Morgan Stanley today and take the first step towards securing your financial future.

Andresen & Associates is a reputable finance institution located at 158 West Gabilan Street in Salinas, California, United States. With a strong focus on providing personalized financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Andresen & Associates is committed to delivering top-notch financial guidance tailored to your individual needs. Visit us today to learn more about how we can help you secure your financial future.

Dutra Accountancy Corporation is a reputable accounting and finance institution located at 18911 Portola Drive in Salinas, California, United States. With a team of experienced professionals, they offer a wide range of accounting services to individuals and businesses in the area. From tax preparation to financial planning, Dutra Accountancy Corporation is dedicated to providing top-notch services and helping clients achieve their financial goals. Trustworthy and reliable, this institution is a go-to resource for all your accounting and finance needs.

Martin Lowe, CPA is a reputable accounting and finance institution located at 4595 Salina Drive in San Jose, California, United States. With years of experience and expertise in the field, Martin Lowe and his team provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Martin Lowe, CPA is dedicated to helping clients achieve their financial goals with precision and professionalism. Trust Martin Lowe, CPA for all your accounting and finance needs.

H&R Block is a well-known accounting and finance institution located at 1221 South Main Street in Salinas, California, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses looking to navigate the complexities of tax laws and financial planning. Their experienced team of professionals are dedicated to helping clients achieve their financial goals and maximize their returns. Whether you need assistance with tax filing, investment strategies, or retirement planning, H&R Block is committed to providing personalized solutions to meet your needs.

Income Tax Services is a reputable institution located at 369 East Market Street in Salinas, California, United States. Specializing in accounting and finance, our knowledgeable team of professionals is dedicated to providing top-notch income tax services to individuals and businesses alike. With years of experience and a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations while maximizing their financial well-being. Whether you need assistance with tax preparation, planning, or filing, Income Tax Services is here to help you every step of the way. Contact us today to schedule an appointment and let us take the stress out of tax season for you.

Kennedy Tax Services is a reputable accounting and finance institution located at 45 Martines Road in Salinas, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses, including tax preparation, planning, and consulting. Our goal is to help our clients navigate the complex world of taxes and finances with ease and confidence. Contact us today to schedule a consultation and see how we can assist you with all your tax and financial needs.

Rony's Tax Service is a professional tax preparation and financial services institution located at 369 East Market Street in Salinas, California, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation and planning to IRS problem resolution, we strive to meet all of our clients' financial needs with accuracy and efficiency. Visit us today to experience personalized service and expert advice for all your tax-related concerns.